LG

LAM Group Portfolio holdings

AUM $150M
1-Year Est. Return 13.59%
This Quarter Est. Return
1 Year Est. Return
+13.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$110M
AUM Growth
+$8.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$954K
2
+$694K
3
+$338K
4
VGT icon
Vanguard Information Technology ETF
VGT
+$269K
5
META icon
Meta Platforms (Facebook)
META
+$248K

Top Sells

1
+$3.01M
2
+$1.02M
3
+$967K
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$606K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$397K

Sector Composition

1 Healthcare 7.49%
2 Industrials 1.32%
3 Technology 1.02%
4 Financials 0.72%
5 Communication Services 0.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$418K 0.38%
10,120
+8,185
52
$414K 0.38%
12,450
+350
53
$376K 0.34%
7,850
+14
54
$370K 0.34%
5,920
+755
55
$338K 0.31%
899
+100
56
$336K 0.31%
2,400
+800
57
$319K 0.29%
2,100
58
$309K 0.28%
2,740
-980
59
$284K 0.26%
801
+700
60
$277K 0.25%
3,130
-300
61
$246K 0.22%
3,802
+165
62
$223K 0.2%
4,845
+1,175
63
$219K 0.2%
+4,100
64
$163K 0.15%
2,825
+305
65
$127K 0.12%
2,445
+1,670
66
$122K 0.11%
425
67
$122K 0.11%
+2,420
68
$78.1K 0.07%
+300
69
$73K 0.07%
+150
70
$59.8K 0.05%
1,035
+1,000
71
$44.3K 0.04%
900
72
$39.8K 0.04%
+755
73
$33K 0.03%
202
74
$29K 0.03%
+685
75
$27.8K 0.03%
50
1 2
3
4 5